See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,612 | $72,492-44.0% | $87,100-53.4% | $72,985-44.4% |
| Participation rate | 82.4% | 72.8%+9.5pp | 76.9%+5.5pp | 69.5%+12.9pp |
| Annual return | 17.44% | 24.46%-7.0pp | 28.19%-10.7pp | 81.00%-63.6pp |
| Employer contribution / active EE | $654 | $1,894-65.5% | $2,521-74.0% | $2,440-73.2% |
| Participant deferral / active EE | $2,246 | $3,270-31.3% | $4,049-44.5% | $3,607-37.8% |
| Admin fee / account holder | $1,243 | $5,055-75.4% | $7,497-83.4% | $5,124-75.7% |